Stocks in the news (amata, global, scgd, tasco) 19.08.26
Amata Corporation Public Company Limited engages in industrial estate development in Thailand and internationally. The company develops and operates industrial estates, constructs factories for rent, produces and distributes water and electricity, and provides related utility and commercial services, including smart city and mixed-use projects.
| Market Cap (THB): 37.09B | Market Cap (USD): ~$1.12B (at ~THB 33.10/USD) |
| Current Price: THB 32.25 (as of 18 August 2026 close) | 52-Week Range: THB 14.00-32.25 |
| P/E Ratio: 7.2 (TTM) | P/BV: 1.13x |
| Dividend Yield: 3.6% (latest indicated) | Avg Daily Value: THB 300M-450M |
AMATA: 2H26 transfer volumes expected to accelerate on AI/data-centre investment, supporting land sales/prices, while margins should improve from Amata City Chonburi 2.
Comment: Holy moly – what a pump post earnings.
Siam Global House Public Company Limited operates as a one-stop home improvement and construction materials retailer in Thailand and neighboring countries. It sells building materials, tools, hardware, electrical appliances, furniture, bathroom products, and gardening equipment under the Global House brand, with a focus on drive-through convenience and broad product assortment.
| Market Cap (THB): 41.73B | Market Cap (USD): ~$1.26B (at ~THB 33.10/USD) |
| Current Price: THB 7.45 (as of 18 August 2026 close) | 52-Week Range: THB 5.25-8.44 |
| P/E Ratio: 16.2 (TTM) | P/BV: 1.59x |
| Dividend Yield: 2.4% (latest indicated) | Avg Daily Value: THB 80M-120M |
GLOBAL: Strong 2H26 outlook, targeting 27–28% margins, with Private Brand margins at 40–45% and share rising to 27.5%; continued branch expansion in Thailand, Laos and Indonesia.
SCG Decor Public Company Limited is a leading manufacturer and distributor of ceramic tiles, porcelain tiles, sanitary ware, and related décor surfaces in Thailand, Vietnam, and other ASEAN markets. Its product portfolio includes floor and wall tiles, faucets, fittings, adhesives, and complementary bathroom and surface solutions under well-known brands.
| Market Cap (THB): 8.91B | Market Cap (USD): ~$0.27B (at ~THB 33.10/USD) |
| Current Price: THB 5.40 (as of 18 August 2026 close) | 52-Week Range: THB 4.40-5.75 |
| P/E Ratio: 9.1 (TTM) | P/BV: 0.44x |
| Dividend Yield: 6.9% (latest indicated) | Avg Daily Value: THB 1.5M-3M |
SCGD: Acquiring 40% of Malaysian ceramic tile retailer/distributor Jubin Bagus for THB157mn, expanding its Malaysian footprint to 9 outlets and targeting mid-to-high-end customers.
Comment: You don’t hear about regional companies acquiring in Thailand, Thai co’s seem to be the ones acquiring, haven’t read/heard of a VN/ID/PH/SG/MY company acquiring anything in size in Thailand.
Tipco Asphalt Public Company Limited manufactures and distributes asphalt and petroleum products for road construction, maintenance, and airport runways in Thailand and the Asia-Pacific region. The group also engages in asphalt concrete production, marine logistics, and construction services related to highways and road rehabilitation.
| Market Cap (THB): 25.89B | Market Cap (USD): ~$0.78B (at ~THB 33.10/USD) |
| Current Price: THB 16.70 (as of 18 August 2026 close) | 52-Week Range: THB 12.40-16.80 |
| P/E Ratio: 22.1 (TTM) | P/BV: 1.78x |
| Dividend Yield: 6.4% (latest indicated) | Avg Daily Value: THB 4M-8M |
TASCO: Resumed Venezuelan crude imports with one cargo and is exploring additional sources; maintains 2026 sales target of 1.15mn tonnes, with focus on customer retention and higher-margin products.
Comment: Oh they’re back..but the share price is..well..fairish?
As of 18 August 2026 close | USD/THB 33.10
| Ticker | Mkt Cap (USD) | Price (THB) | P/E (TTM) | P/BV | Div Yield | YTD 2026 | Analysis |
|---|---|---|---|---|---|---|---|
| AMATA | $1.12B | 32.25 | 7.2 | 1.13x | 3.6% | ▲ +94.3% | View → |
| GLOBAL | $1.26B | 7.45 | 16.2 | 1.59x | 2.4% | ▲ +17.3% | View → |
| SCGD | $0.27B | 5.40 | 9.1 | 0.44x | 6.9% | ▲ +14.4% | View → |
| TASCO | $0.78B | 16.70 | 22.1 | 1.78x | 6.4% | ▲ +21.9% | View → |
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